ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 338 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,439,651 | +12.9% | 16,210 | +1.3% | 1.92% | +11.9% |
| Q1 2024 | $2,160,841 | +18.8% | 15,999 | +8.0% | 1.72% | +8.0% |
| Q4 2023 | $1,818,575 | +15.9% | 14,815 | +2.8% | 1.59% | +11.5% |
| Q3 2023 | $1,569,720 | 0.0% | 14,418 | 0.0% | 1.43% | 0.0% |
| Q2 2023 | $1,569,720 | +16.8% | 14,418 | -0.5% | 1.43% | +8.4% |
| Q1 2023 | $1,344,513 | +23.5% | 14,487 | -0.9% | 1.32% | +15.4% |
| Q4 2022 | $1,088,772 | -2.9% | 14,616 | -4.3% | 1.14% | -6.8% |
| Q3 2022 | $1,121,000 | -7.3% | 15,274 | +1.0% | 1.22% | -8.9% |
| Q2 2022 | $1,209,000 | -22.3% | 15,118 | +0.1% | 1.34% | -7.0% |
| Q1 2022 | $1,556,000 | -7.3% | 15,100 | +3.3% | 1.45% | +15.0% |
| Q4 2021 | $1,678,000 | +12.0% | 14,615 | -1.2% | 1.26% | +4.6% |
| Q3 2021 | $1,498,000 | +7.2% | 14,796 | +5.3% | 1.20% | +0.2% |
| Q2 2021 | $1,397,000 | +0.5% | 14,054 | -11.4% | 1.20% | -2.4% |
| Q1 2021 | $1,390,000 | -28.4% | 15,854 | -30.5% | 1.23% | -37.2% |
| Q4 2020 | $1,941,000 | +126.8% | 22,810 | +326.3% | 1.96% | -15.2% |
| Q4 2018 | $856,000 | -18.4% | 5,351 | -1.1% | 2.31% | +45.4% |
| Q3 2018 | $1,049,000 | – | 5,408 | – | 1.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 426,406 | $84,382,000 | 5.84% |
| MONROE BANK & TRUST/MI | 73,780 | $14,600,000 | 4.89% |
| Quantitative Advantage, LLC | 64,686 | $12,801,000 | 3.55% |
| SPC Financial, Inc. | 86,610 | $17,139,000 | 3.45% |
| Fulcrum Equity Management | 24,878 | $4,971,000 | 2.37% |
| New Potomac Partners, LLC | 10,047 | $1,988,000 | 2.02% |
| WealthBridge Capital Management, LLC | 13,625 | $2,179,000 | 1.99% |
| Stillwater Capital Advisors, LLC | 39,392 | $7,795,000 | 1.93% |
| HOWARD CAPITAL MANAGEMENT | 69,665 | $13,786,000 | 1.88% |
| FIRST UNITED BANK & TRUST | 12,344 | $2,443,000 | 1.44% |